The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 9,673 56,400 SH   DFND   56,400 0 0
AGCO CORP COM 001084102 814 10,456 SH   DFND   10,456 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 95,127 1,299,733 SH   DFND   1,299,733 0 0
ALBEMARLE CORP COM 012653101 23,637 340,000 SH   DFND   340,000 0 0
ALPHABET INC CAP STK CL A 02079K305 8,333 7,740 SH   DFND   7,740 0 0
AMAZON COM INC COM 023135106 2,123 1,115 SH   DFND   1,115 0 0
AMDOCS LTD SHS G02602103 130 2,100 SH   DFND   2,100 0 0
AMERICAN EXPRESS CO COM 025816109 6,926 55,885 SH   DFND   55,885 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 8,889 77,119 SH   DFND   77,119 0 0
ANALOG DEVICES INC COM 032654105 45,587 404,000 SH   DFND   404,000 0 0
ANSYS INC COM 03662Q105 25,465 126,773 SH   DFND   126,773 0 0
AON PLC SHS CL A G0408V102 9,461 49,128 SH   DFND   49,128 0 0
APPLE INC COM 037833100 1,798 9,000 SH   DFND   9,000 0 0
APTIV PLC SHS G6095L109 69,225 854,000 SH   DFND   854,000 0 0
AQUA AMERICA INC COM 03836W103 7,215 178,600 SH   DFND   178,600 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 801 19,750 SH   DFND   19,750 0 0
ARCONIC INC COM 03965L100 18,535 730,000 SH   DFND   730,000 0 0
AVANGRID INC COM 05351W103 21,811 433,800 SH   DFND   433,800 0 0
BORGWARNER INC COM 099724106 122 2,900 SH   DFND   2,900 0 0
BOSTON SCIENTIFIC CORP COM 101137107 11,344 270,545 SH   DFND   270,545 0 0
BUNGE LIMITED COM G16962105 978 17,741 SH   DFND   17,741 0 0
CAL MAINE FOODS INC COM NEW 128030202 83 2,000 SH   DFND   2,000 0 0
CAMPBELL SOUP CO COM 134429109 4,366 109,830 SH   DFND   109,830 0 0
CERNER CORP COM 156782104 24,688 343,897 SH   DFND   343,897 0 0
CF INDS HLDGS INC COM 125269100 1,026 21,762 SH   DFND   21,762 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 1,844 16,000 SH   DFND   16,000 0 0
CHURCH & DWIGHT INC COM 171340102 1,630 22,290 SH   DFND   22,290 0 0
CISCO SYS INC COM 17275R102 18,278 327,979 SH   DFND   327,979 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6,811 108,011 SH   DFND   108,011 0 0
COHERENT INC COM 192479103 16,968 125,000 SH   DFND   125,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 12,415 126,000 SH   DFND   126,000 0 0
CONSTELLIUM NV CL A N22035104 12,240 1,200,000 SH   DFND   1,200,000 0 0
CORNING INC COM 219350105 26,584 800,000 SH   DFND   800,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 929 3,499 SH   DFND   3,499 0 0
CREE INC COM 225447101 100 1,700 SH   DFND   1,700 0 0
CVS HEALTH CORP COM 126650100 12,096 220,965 SH   DFND   220,965 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 73,404 3,305,000 SH   DFND   3,305,000 0 0
DANAHER CORPORATION COM 235851102 46,569 328,000 SH   DFND   328,000 0 0
DECKERS OUTDOOR CORP COM 243537107 12,072 68,886 SH   DFND   68,886 0 0
DEERE & CO COM 244199105 5,747 34,868 SH   DFND   34,868 0 0
DENTSPLY SIRONA INC COM 24906P109 26,487 459,611 SH   DFND   459,611 0 0
DISCOVER FINL SVCS COM 254709108 13,580 175,022 SH   DFND   175,022 0 0
DUPONT DE NEMOURS INC COM 26614N102 13,289 180,000 SH   DFND   180,000 0 0
ECOLAB INC COM 278865100 71,077 369,810 SH   DFND   369,810 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,060 27,250 SH   DFND   27,250 0 0
EVEREST RE GROUP LTD COM G3223R108 977 4,000 SH   DFND   4,000 0 0
F M C CORP COM NEW 302491303 839 10,095 SH   DFND   10,095 0 0
FIFTH THIRD BANCORP COM 316773100 161 5,900 SH   DFND   5,900 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,430 67,073 SH   DFND   67,073 0 0
FIRST SOLAR INC COM 336433107 26,188 400,000 SH   DFND   400,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 30,286 541,200 SH   DFND   541,200 0 0
GILEAD SCIENCES INC COM 375558103 15,756 234,880 SH   DFND   234,880 0 0
HEXCEL CORP NEW COM 428291108 29,574 372,000 SH   DFND   372,000 0 0
HORMEL FOODS CORP COM 440452100 457 11,349 SH   DFND   11,349 0 0
HP INC COM 40434L105 1,139 54,912 SH   DFND   54,912 0 0
IDEX CORP COM 45167R104 15,527 91,556 SH   DFND   91,556 0 0
IDEXX LABS INC COM 45168D104 855 3,141 SH   DFND   3,141 0 0
II VI INC COM 902104108 39,434 1,108,000 SH   DFND   1,108,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 922 6,182 SH   DFND   6,182 0 0
INGREDION INC COM 457187102 408 5,052 SH   DFND   5,052 0 0
INTEL CORP COM 458140100 3,479 73,300 SH   DFND   73,300 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2,927 20,390 SH   DFND   20,390 0 0
IPG PHOTONICS CORP COM 44980X109 33,987 225,800 SH   DFND   225,800 0 0
ITRON INC COM 465741106 8,467 137,500 SH   DFND   137,500 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 687 5,891 SH   DFND   5,891 0 0
JONES LANG LASALLE INC COM 48020Q107 166 1,200 SH   DFND   1,200 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 16,510 170,000 SH   DFND   170,000 0 0
KONTOOR BRANDS INC COM 50050N103 586 20,646 SH   DFND   20,646 0 0
KROGER CO COM 501044101 833 38,925 SH   DFND   38,925 0 0
LAMB WESTON HLDGS INC COM 513272104 657 10,646 SH   DFND   10,646 0 0
LAUDER ESTEE COS INC CL A 518439104 7,933 43,576 SH   DFND   43,576 0 0
LINDE PLC SHS G5494J103 8,433 42,266 SH   DFND   42,266 0 0
LINDSAY CORP COM 535555106 620 7,640 SH   DFND   7,640 0 0
LIVENT CORP COM 53814L108 9,306 1,320,000 SH   DFND   1,320,000 0 0
LOWES COS INC COM 548661107 7,933 79,837 SH   DFND   79,837 0 0
LUXFER HOLDINGS PLC SHS G5698W116 11,328 469,457 SH   DFND   469,457 0 0
MANPOWERGROUP INC COM 56418H100 191 2,000 SH   DFND   2,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 23,173 970,000 SH   DFND   970,000 0 0
MASCO CORP COM 574599106 13,767 353,000 SH   DFND   353,000 0 0
MASTEC INC COM 576323109 167 3,400 SH   DFND   3,400 0 0
MASTERCARD INC CL A 57636Q104 14,033 53,745 SH   DFND   53,745 0 0
MATERION CORP COM 576690101 10,367 159,000 SH   DFND   159,000 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 101,172 1,682,000 SH   DFND   1,682,000 0 0
MAXIMUS INC COM 577933104 11,713 162,138 SH   DFND   162,138 0 0
MEDNAX INC COM 58502B106 421 17,100 SH   DFND   17,100 0 0
MEDTRONIC PLC SHS G5960L103 1,311 13,450 SH   DFND   13,450 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 12,716 15,255 SH   DFND   15,255 0 0
MICROSOFT CORP COM 594918104 30,877 230,164 SH   DFND   230,164 0 0
MKS INSTRUMENT INC COM 55306N104 102 1,300 SH   DFND   1,300 0 0
MONDELEZ INTL INC CL A 609207105 991 18,315 SH   DFND   18,315 0 0
MONOLITHIC PWR SYS INC COM 609839105 21,650 163,000 SH   DFND   163,000 0 0
MOSAIC CO NEW COM 61945C103 492 20,192 SH   DFND   20,192 0 0
MUELLER WTR PRODS INC COM SER A 624758108 7,799 811,600 SH   DFND   811,600 0 0
MYRIAD GENETICS INC COM 62855J104 436 16,300 SH   DFND   16,300 0 0
NEW JERSEY RES COM 646025106 8,986 180,000 SH   DFND   180,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 242 5,000 SH   DFND   5,000 0 0
NIKE INC CL B 654106103 7,428 88,783 SH   DFND   88,783 0 0
NORTHWEST NAT HLDG CO COM 66765N105 6,172 90,000 SH   DFND   90,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 43,215 435,500 SH   DFND   435,500 0 0
ON SEMICONDUCTOR CORP COM 682189105 83,517 4,096,000 SH   DFND   4,096,000 0 0
ONEOK INC NEW COM 682680103 1,337 19,830 SH   DFND   19,830 0 0
OWENS CORNING NEW COM 690742101 165 2,900 SH   DFND   2,900 0 0
PACKAGING CORP AMER COM 695156109 1,110 11,817 SH   DFND   11,817 0 0
PARK HOTELS RESORTS INC COM 700517105 159 5,800 SH   DFND   5,800 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 24,575 1,077,389 SH   DFND   1,077,389 0 0
PENTAIR PLC SHS G7S00T104 27,805 762,000 SH   DFND   762,000 0 0
PEPSICO INC COM 713448108 1,436 10,904 SH   DFND   10,904 0 0
PERKINELMER INC COM 714046109 18,096 190,484 SH   DFND   190,484 0 0
PNC FINL SVCS GROUP INC COM 693475105 10,280 76,343 SH   DFND   76,343 0 0
POWER INTEGRATIONS INC COM 739276103 37,518 487,000 SH   DFND   487,000 0 0
PROCTER AND GAMBLE CO COM 742718109 8,864 80,743 SH   DFND   80,743 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 127 750 SH   DFND   750 0 0
PTC INC COM 69370C100 26,313 300,000 SH   DFND   300,000 0 0
PVH CORP COM 693656100 191 2,050 SH   DFND   2,050 0 0
QORVO INC COM 74736K101 2,615 39,000 SH   DFND   39,000 0 0
QUALCOMM INC COM 747525103 55,630 737,500 SH   DFND   737,500 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 136 1,650 SH   DFND   1,650 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 170 1,100 SH   DFND   1,100 0 0
REPUBLIC SVCS INC COM 760759100 8,679 100,240 SH   DFND   100,240 0 0
REXNORD CORP NEW COM 76169B102 30,056 1,022,300 SH   DFND   1,022,300 0 0
ROCKWELL AUTOMATION INC COM 773903109 8,107 50,000 SH   DFND   50,000 0 0
ROGERS CORP COM 775133101 166 1,000 SH   DFND   1,000 0 0
S&P GLOBAL INC COM 78409V104 1,859 8,190 SH   DFND   8,190 0 0
SEMPRA ENERGY COM 816851109 1,668 12,305 SH   DFND   12,305 0 0
SILICON LABORATORIES INC COM 826919102 24,499 240,000 SH   DFND   240,000 0 0
SMITH A O CORP COM 831865209 53,080 1,151,900 SH   DFND   1,151,900 0 0
SNAP ON INC COM 833034101 163 1,000 SH   DFND   1,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 9,150 290,000 SH   DFND   290,000 0 0
SOUTH JERSEY INDS INC COM 838518108 12,684 380,000 SH   DFND   380,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,709 92,235 SH   DFND   92,235 0 0
SPX FLOW INC COM 78469X107 25,432 630,600 SH   DFND   630,600 0 0
STANLEY BLACK & DECKER INC COM 854502101 5,882 41,078 SH   DFND   41,078 0 0
SYNOPSYS INC COM 871607107 251 2,000 SH   DFND   2,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 52,627 553,038 SH   DFND   553,038 0 0
TEXAS INSTRS INC COM 882508104 9,037 78,000 SH   DFND   78,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 106,391 362,158 SH   DFND   362,158 0 0
TJX COS INC NEW COM 872540109 2,269 42,914 SH   DFND   42,914 0 0
TREX CO INC COM 89531P105 294 4,218 SH   DFND   4,218 0 0
TRIMBLE INC COM 896239100 34,077 767,334 SH   DFND   767,334 0 0
TYSON FOODS INC CL A 902494103 1,183 14,856 SH   DFND   14,856 0 0
UGI CORP NEW COM 902681105 19,540 370,000 SH   DFND   370,000 0 0
ULTA BEAUTY INC COM 90384S303 3,814 11,081 SH   DFND   11,081 0 0
UNION PACIFIC CORP COM 907818108 1,051 6,331 SH   DFND   6,331 0 0
UNITEDHEALTH GROUP INC COM 91324P102 18,767 76,185 SH   DFND   76,185 0 0
V F CORP COM 918204108 12,530 144,525 SH   DFND   144,525 0 0
VALMONT INDS INC COM 920253101 23,084 187,100 SH   DFND   187,100 0 0
VARIAN MED SYS INC COM 92220P105 213 1,600 SH   DFND   1,600 0 0
VENTAS INC COM 92276F100 695 10,010 SH   DFND   10,010 0 0
VERISK ANALYTICS INC COM 92345Y106 2,162 14,950 SH   DFND   14,950 0 0
VISA INC COM CL A 92826C839 3,387 19,780 SH   DFND   19,780 0 0
VISTEON CORP COM NEW 92839U206 28,310 491,500 SH   DFND   491,500 0 0
WASTE MGMT INC DEL COM 94106L109 13,206 114,000 SH   DFND   114,000 0 0
WATERS CORP COM 941848103 50,277 235,523 SH   DFND   235,523 0 0
WHIRLPOOL CORP COM 963320106 26,178 183,949 SH   DFND   183,949 0 0
XILINX INC COM 983919101 50,108 424,000 SH   DFND   424,000 0 0
XYLEM INC COM 98419M100 38,847 474,553 SH   DFND   474,553 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 2,186 10,529 SH   DFND   10,529 0 0
ZOETIS INC CL A 98978V103 2,288 20,292 SH   DFND   20,292 0 0